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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$533M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$460M
3
UBS Group
UBS Group
Switzerland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$93.7M
5
Goldman Sachs
Goldman Sachs
New York
+$87.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$908M
2
CSIA
Charles Schwab Investment Advisory
California
-$92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$56.2M
4
MB
Mizuho Bank
Japan
-$49.8M
5
ZB
Zions Bancorporation
Utah
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
526
MUFG Americas
New York
$762K -$2.45K -25 -0.3%
TC
527
Trust Company
Kansas
$760K +$41.2K +421 +6%
EFL
528
ERn Financial LLC
Wisconsin
$759K +$759K +7,749 New
ACP
529
Arcus Capital Partners
Georgia
$758K +$5.58K +57 +0.7%
WC
530
Whitnell & Co
Illinois
$756K +$588 +6 +0.1%
JWM
531
JGP Wealth Management
Oregon
$756K +$162K +1,649 +27%
SMG
532
Spectrum Management Group
Indiana
$753K +$98 +1 +0%
SB
533
Simmons Bank
Arkansas
$751K -$19.6K -200 -3%
BAS
534
Brown Advisory Securities
Maryland
$750K +$26.3K +271 +4%
CPA
535
Clear Perspective Advisors
Illinois
$740K +$78.4K +800 +12%
Cerity Partners
536
Cerity Partners
New York
$740K +$151K +1,545 +26%
PP
537
Patten & Patten
Tennessee
$738K +$349K +3,561 +90%
FFG
538
Ford Financial Group
California
$733K +$94.6K +967 +15%
CAC
539
Certified Advisory Corp
Florida
$732K +$27.9K +285 +4%
LCAM
540
London & Capital Asset Management
United Kingdom
$732K +$732K +7,470 New
SAA
541
Southeast Asset Advisors
Georgia
$729K – – –
BOS
542
Bingham Osborn & Scarborough
California
$725K -$180K -1,840 -20%
KL
543
KWMG LLC
Kansas
$720K +$654K +6,674 +989%
CFD
544
Creative Financial Designs
Indiana
$718K -$10.8K -110 -1%
CL
545
Cabana LLC
Arkansas
$717K -$32.1M -328,012 -98%
FTI
546
Fiduciary Trust International
Massachusetts
$717K – – –
GJIC
547
Gamble Jones Investment Counsel
California
$713K -$18.8K -192 -3%
NFG
548
Nadler Financial Group
Illinois
$712K – – –
SWM
549
SeaCrest Wealth Management
New York
$706K +$52.1K +532 +8%
SAM
550
Shamrock Asset Management
Texas
$705K – – –
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